JWM
FIX icon

JDH Wealth Management’s Comfort Systems FIX Stock Holding History

JDH Wealth Management’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$297K Sell
150
-2
-1% -$3.63K 0.18% 47
2026
Q1 		$210K Buy
+152
New +$193K 0.14% 51

Other funds holding FIX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

JDH Wealth Management's FIX Position: Q2 2026 in Review

JDH Wealth Management reduced its Comfort Systems (FIX) stake by 1.3% in Q2 2026, selling an estimated $3.63K and leaving 150 shares worth $297K. The position accounts for 0.18% of the portfolio, ranked #47.

JDH Wealth Management first reported a position in FIX in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • JDH Wealth Management held 150 shares of Comfort Systems worth $297K as of Q2 2026.
  • JDH Wealth Management sold 2 Comfort Systems shares in Q2 2026, an estimated $3.63K.
  • Comfort Systems made up 0.18% of JDH Wealth Management's portfolio in Q2 2026, its #47 holding.
  • JDH Wealth Management first reported a position in Comfort Systems in Q1 2026 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.